Who is the running user of a Salesforce flow?
The running user of a flow is the user who launched the flow, which can either be the current user or the Automated Process user. The running user determines what a flow that runs in user context can do with Salesforce data. All flows, with the exception of scheduled-triggered flows, will run as the current user.
Why add users to your Salesforce account?
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most.
What is monitor user activity in Salesforce?
Monitoring user activity helps you proactively safeguard your Salesforce org by identifying suspicious actions and addressing them, reducing your technological attack surface. Regulated industries like healthcare and financial services follow compliance frameworks that require user activity monitoring.
What can you learn from your Salesforce user activity?
If you’ve examined this data, you’ve monitored user activity. By looking at login history, you can tell which users log in regularly and make use of their Salesforce license. You can also identify who isn’t logging in; these users may need more training on how to use Salesforce or may not need a license at all.
What is running user in Salesforce report?
The 'Running User' is the user who determine the security settings for which the data in the dashboard will be displayed. There are two types of running user: Run as specified user - When dashboard is running for other users to see all of the users will see the data at the security level of the Running User.
How do I see what users are running in Salesforce?
To select a dashboard's running user in Salesforce Classic:Edit a dashboard.Click. ... Choose a running user setting. ... Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. ... Click OK.More items...
When you specify a single running user of a dashboard that user?
When you specify a single running user of a dashboard, that user: Determines which data is displayed on the dashboard, due to the user's security settings.
What permission is required to set the running user other than you dashboard?
The user must have “View All Data” permission is required to set the running users. Thanks.
How do I change the running user in Salesforce dashboard?
To select a dashboard's running user in Salesforce Classic:Edit a dashboard.Click. ... Choose a running user setting. ... Optionally, select Let authorized users change running user to enable users with permission to change the running user on the dashboard view page. ... Click OK.More items...
Who can view dashboards in Salesforce?
With the “View My Team's Dashboards” user permission, the reader can view the dashboard as themself or as anyone beneath them in the role hierarchy. With the “View All Data” user permission, the reader can view the dashboard as anyone. From the Properties window, click Save.
What is the difference between reports and dashboards in Salesforce?
Whereas Salesforce reports are displayed in columns and rows, the dashboard is a visual display of this data. Each component on the dashboard displays data from a single report. No component will display data from multiple reports. However, you can view a Salesforce report with multiple dashboarding tools.
How many types of reports are there in Salesforce?
four typesTypes of Salesforce Reports There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
How many dashboards can a user subscribe to?
Currently, Users can subscribe to a maximum of 7 reports or dashboards and be notified whenever set conditions are met.
Who can edit reports in Salesforce?
When the user has access to a report folder, the user is able to store a new report to a report folder; even user accessibility to the report folder is only as Viewer. The user will also able to edit and delete reports created by that user in the public report folder, with the user access is Viewer.
Who can see private reports in Salesforce?
The reports or dashboards in a private folder are always invisible to everyone except the person who created the folder. The reports or dashboards in any folder that isn't private are visible to everyone who has permission to view the reports or dashboards.
What is dynamic dashboard in Salesforce?
Dynamic Dashboard : A Dynamic Dashboard enables multiple users to access a dashboard that was previously accessed only by a single static user. This means that the dynamic dashboard can be used by a specific user alongside a logged-in user, and display data specific to both users accordingly.
The Complete Guide to Salesforce User Management
When you get set up in Salesforce, adding users is an anticipated step. After all, your users are the ones who will be entering data in Salesforce and using it the most. This said, granting a user login credentials is one piece of the puzzle, and adding users without considering what type of access they need can produce headaches down the road.
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Permission sets grant access to objects outside of profiles. They are helpful when specific users need access to objects outside of their profiles. They help grant access to objects on an as-needed basis.
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Roles in many ways mimic how your team is structured in real life. Admins create a role hierarchy and assign users to each role to organize users into a management chain. Assigning users to a role hierarchy makes records accessible within their team.
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Whether you are just getting started with user management, OR want to explore more ways to improve how your users are set up, we’ve got resources for you to keep the momentum going.
What does it mean when a Salesforce user logs in at odd hours?
Admins can see if a user logs in at odd hours, such as on weekends or late at night, or if they log in from a different IP address, indicating they’re accessing Salesforce from an unexpected location. With this information, you can prevent unauthorized access that could lead to a data breach.
Why is user activity monitoring important in Salesforce?
User activity monitoring – tracking user actions in a digital environment for information security – is critical for protecting sensitive cloud-based data.
Why is it important to change permissions?
Changes in permissions, whether intentional or not, can open your organization to risk if users have broader data access than necessary for their role. Increased access to data may put your organization at risk of being non-compliant and at risk for unwanted user activity.
Can you assess Salesforce performance based on Apex events?
You can also assess performance based on Apex events and Community performance. User activity monitoring reports reveal areas that need to be addressed, which is critical because the performance of your Salesforce org is directly tied to productivity and ROI .
